Proxy Services

Fulfill regulatory and corporate governance requirements while enhancing the investor experience.

Keep investors informed and engaged

Trusted partner of choice
  • Access proven governance and regulatory expertise, globally
  • Benefit from connecting to an unrivaled network of brokers, funds, and corporate issuers
  • Address regulatory and market changes with ease and transparency
Transformative technology, unmatched scale
  • Support communications, proxy voting and processing, and more, seamlessly
  • Deliver integrated, personalized, and secure experiences
  • Experience comprehensive market and service coverage
  • Safeguard clients’ data with the highest data security standards

Easy operations.
Higher engagement.
Complete confidence.

Our seamless proxy services for funds, issuers, banks, and brokers heighten efficiency, compliance, security, and investor experiences at every step.

Streamline regulatory communications and proxy voting worldwide, while delivering the experiences investors demand.

Explore Bank & Broker Proxy Services

Maximize participation with data-driven communications that save time and money.

Explore Mutual Fund & Alternative Investment Proxy

Optimize the corporate disclosure and shareholder communications lifecycle using our single-source solution.

Explore Issuer Proxy

Execute votes that reflect your firm’s values — faster than ever before. 

Explore Institutional Proxy Voting
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eToro’s users can now have their say in the corporate decision-making at many of the biggest companies in the world. This is a huge milestone in the retail investor story.
Yoni Assa
CEO and Co-Founder, eToro
Access ProxyVote.com

ProxyVote.com allows investors to access, review, and vote all their proxies as well as confirm their vote was counted.

Client Portal login

The client portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes, and automate tasks.

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?
+1 800 353 0103 (option 3) North America
+617 4356 9934 APAC Australia
+852 3004 3094 APAC Hong Kong
+65 3135 1278 APAC Singapore